Identity Theft Prevention for the 21st Century

July 18, 2017

Identity theft doesn’t have to claim another victim. At Kennedy Financial Services, we strive to offer the best services and practices for our clients so they can continue living life on purpose. We continue to stand vigilant so that your information and well-being is always protected. Please take these steps to ensure that your identity is never compromised.


Considering Investment Risk

July 10, 2017

The Dow hit another all-time high last week! Should you be celebrating… or worried? The market highs of last week will eventually be just a blip in history. Focus on the long-term—and your future.


Creating Financial Windfalls

July 5, 2017

Would You Like a Financial Windfall? We all would! The good news is you can create one. Remember...Watch your pennies and your dollars will be there.


Understanding Medicare

June 27, 2017

It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. And unfortunately, we cannot sum up in one article - or even two - how to choose the right plan for you. This is a task that really needs to be coordinated with your entire life plan. But what we can do is help you understand the system so that the task is not so daunting.


Charitable Gift Planning - Not Just for the Wealthy

June 19, 2017

Do you want to be able to leave money to your heirs and be able to leave money to the charities and organizations that are near to your heart? Here are some creative strategies that could possibly help.


Rejuvenation in June

June 13, 2017

Hall of Fame Dallas Cowboy Roger Staubach one said: "There are no traffic jams along the extra mile." Are you up for the Greatness Challenge? Check out this week's episode to find out more info.


The Goose That Laid the Golden Egg - Your Business

June 6, 2017

As a business owner, you spend a lot of time working to make your business succeed. But have you spent the time to protect it or the “golden egg” your business has laid?


The Responsibility Club

May 30, 2017

With around 80 million Baby Boomers in retirement or entering retirement, it doesn’t matter if you are one of them or part of Generation X, you might not be able to obtain the same pensions and government benefits your parents enjoyed, thereby placing a much larger burden on your own children and bringing them into the same club.


Surprising Reasons to Be Proactive Towards College Planning

May 23, 2017

When it comes to funding college education there is not a one size fits all formula. Planning early for college can be life changing. Not only are there possibilities to graduate with a thriving sense of purpose, but also better health and increased financial security. When paired with the college education, stepping stones are created for a successful future.


Do You Cut and Paste Your Decisions About Money?

May 17, 2017

Many individuals make the assumption that money is about money. Well, it is and it isn’t. Money is a tool…but how it is earned, saved, invested, maximized, leveraged, taxed, lost, protected, spent, given, or inherited can be done in a million different ways. How can the word on the street be the right thing for you, your unique situation, your family dynamics, your past, your future, your goals, your feelings about risk?